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Toronto Team  

 
Contact
  • T416.203.0067
  • 1.866.242.0203
  • F416.203.0544
  • 8 Wellington Street East
    3rd Floor
  • Toronto, Ontario M5E 1C5

photo Justin Bender  CFA, CFP, B.Comm.

Portfolio Manager

After two years in client service with a major mutual fund company, Justin joined PWL Capital in 2007. His decision was based on his client-centred approach to wealth management and his commitment to disciplined investing strategies that focus on keeping costs and taxes low. Justin regularly writes about our approach with a view to helping educate and empower investors.

Credentials:

  • Chartered Financial Analyst
  • Bachelor of Commerce, Management Economics in Industry and Finance – University of Guelph
  • Certified Financial Planner
  • Securities and Insurance Licensed

Contact the Toronto Team to learn more about how we can help you.

photo Shannon Bender  CFP®, CIM®, B.Comm.

Associate Portfolio Manager

Shannon joined the Toronto team in 2011 after completing her Bachelor of Commerce at Ryerson University. She has earned her Certified Financial Planner designation and works closely with clients on their financial planning needs. She is a passionate investor advocate who is dedicated to helping her clients reach their goals through education and ongoing planning.

Credentials:

  • Certified Financial Planner  
  • Chartered Investment Manager
  • Bachelor of Commerce – Ted Rogers School of Management, Ryerson University

Contact the Toronto Team to learn more about how we can help you.

photo Dan Bortolotti  CFP®, CIM

Associate Portfolio Manager

Dan joined PWL in 2013 after a successful career as a financial journalist and investor advocate. Now a licensed advisor, he continues to write about personal finance for MoneySense, where he is a consulting editor. Dan is also the creator of the award-winning investing blog, Canadian Couch Potato.

Credentials:

  • Certified Financial Planner
  • Chartered Investment Manager

Contact the Toronto Team to learn more about how we can help you.

photo Amanda Dalziel  

Investment Advisor

Amanda efficiently manages client services and administrative support for the Toronto team. Since joining PWL in late 2013 she has become a licensed investment advisor and is currently working towards her Certified Financial Planner designation.

photo Dustin Tate   CFA, MFin

Investment Advisor

Dustin joined PWL in 2017 after working for several large mutual fund companies over the past decade.  He is passionate about finance which led to him becoming a CFA charterholder and completing a Master of Finance.  Dustin was compelled to join PWL because of their focus on providing unbiased advice founded on fact-based investment strategies.  He looks forward to helping clients achieve their financial goals by building personalized plans that are holistic in their approach while minimizing product fees and taxes.

photo Wendy Bortolotti  BSc

Client Services Specialist

Wendy joined PWL in 2017 after a 12 year career as a life insurance underwriter. She brings her financial background and detail-oriented skills to managing client services and administrative support for the Toronto team.

Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.